This might be a really stupid question but I'm hoping that someone can confirm that you cannot have a trigger and a filter in the same Smart Campaign, right?
My example is such: for all our events, leads can move through our campaign flow via static List upload in Marketo or direct entry in SFDC by Sales. So ideally I'd like each flow step to have the following:
Where the trigger could be a status change in SFDC OR merely that they appear in the campaign in SFDC OR that they get uploaded to a List in the campaign.
I'm feeling like if I want to cover all my bases I would have to set up 2 different campaigns for each step:
If anyone could confirm for me, I would really appreciate it!
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Yes, you can mix both triggers and filters in the smart list of a smart campaign. We do it all of the time (see example below where we have a smart campaign used for both contact-us form submissions and those rare instances where we need to manually import a contact-us request into the program). Just know that the trigger must be true in order for it to evaluate the filters. And if you have multiple triggers, the logic will be T1 or T2 or T3, etc. You can even use advanced filter logic once you have 3 or more filters.
i have a similar question - can i mix this with advanced smart list filter logic?
will this still work in my case?
or it should be trigger + ALL fields?
so, it won't work if i leave it like this, will it?
looks like i have to set up 3 separate flows((
Are they counted as "OR" even with an "ALL" filter?
3 batch filters
We have a Smart Campaign running, and I could have sworn it's the trigger OR all 3 batch filters. Tried a few scenarios, and it seems the trigger itself is not working, but when the criteria for the 3 batch filters matches + trigger, the campaign runs.
Without any advanced logic, the default is trigger and (filter 1) and (filter 2) and (filter 3)
Is there a way to do (trigger1 and filter1) OR (trigger2 and filter2)?
Trigger: Data Value Changes in Field A to Value B
AND Product Interest = C
Trigger: Person is created
AND Field A = B
Triggers are activities - one way to grasp is one of the activities qualifies at a given instant - fills out form (activity) - as opposed to filters, which is kind of a property/criteria of the record - "filled out form" - defining what the existing database. So at a time, it will be either the trigger "Person is created" applicable, or "Data Value Changes" - in this case, for example, Person is created, and Data value changes cannot fire at a same time for the same lead record.
Hello, I'm not sure how to test this but I want to send two different emails based on their response to the form. Is this the correct setup?